See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,619 | $112,729+3.5% | $98,716+18.1% | $137,256-15.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 8.67% | 38.48%-29.8pp | 31.81%-23.1pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,028 | $2,725-25.6% | $2,279-11.0% | $4,156-51.2% |
| Participant deferral / active EE | $10,275 | $4,640+121.4% | $4,048+153.8% | $6,407+60.4% |
| Admin fee / account holder | $28,917 | $10,129+185.5% | $8,703+232.3% | $12,270+135.7% |